2023 Equipment Finance Roundtable

October 12, 2023 8:00 AM · 10h Bay Adelaide Centre North Tower, Toronto In-Person Event
This event has ended

About this event

2023 Equipment Finance Roundtable Launch: Join us for an evening event at Cassels to discuss what next-gen Equipment Finance look like in Canada. The CLA equipment finance roundtable represents key stakeholders across the ecosystem including captives, banks, non-banks and solution providers. How can we advance automation and innovative business solutioning throughout the loan lifecycle?

Contact info@canadianlenders.org to join the CLA Equipment Finance Roundtable

The event is hosted at the new Cassels’ offices. In keeping with lessons from the pandemic, there is a 4,500-square foot “wellness centre” that includes meditation and yoga space, a fitness centre with Peloton bikes and treadmills. There are also showers straight off the elevator for anyone who bikes to the event 🙂

Speakers

Cassels logo
Jonathan Fleisher
Partner, Financial Service
EY Canada logo
Martin McLaughlin
Tax Incentives
Nassiry Law Inc. logo
Keyvan Nassiry
Debt Finance & Lending
CaseMark FinancialCassels Brock and Blackwell LLP logo
Carla Potter
Financial Services
QuickFi logo
Nate Gibbons
Chief Experience Officer

Partners powering the room

Title Sponsor
Cassels logo — Title Sponsor
Silver Sponsors
Wicked Ventures logo — Silver Sponsors
Program

Agenda

4:00 - 6:30

4:00 pm – 4:20 pm

President’s Welcome

4:20 pm – 4:40 pm

Quebec’s Evolving Language Laws

This address provides a comprehensive update on Quebec’s language laws, with a specific emphasis on their implications for equipment finance companies operating outside Quebec but conducting business within the province. Gain valuable insights into the legal landscape that can significantly impact your operations. This address will be followed by a 10-minute Q&A.

4:40 pm – 5:00 pm

Navigating the Green Energy Transition: Insights for Leasing Companies

Prepare for an informative update on the latest developments in the realm of green and energy transition projects, tailored specifically to the interests of leasing companies. Discover how these transformative initiatives are reshaping the industry landscape and offering new opportunities. This presentation will be followed by a 10-minute Q&A.

5:00 pm – 5:20 pm

TechTrends: Innovations in Equipment Finance

Leading up to the roundtable’s vendor presentation, this address will review some of the best-in-class technology platforms being utilized by equipment finance companies. This presentation will be followed by a 10-minute Q&A.

5:20 pm – 6:00 pm

Open Discussion

This is your moment to engage in a dynamic conversation with fellow roundtable members. As we delve into the realm of next-gen Equipment Finance, this discussion invites you to explore the best practices that drive success and collectively address the challenges we face. Be part of this dynamic exchange that shapes the industry’s future.

Location

Bay Adelaide Centre North Tower

40 Temperance Street

Toronto, Ontario M5H 0B4

How do you want to get there?

Frequently Asked Questions

Can I get a list of registered attendees before the event?

We don’t provide a list of registered attendees ahead of the event. If you’re looking to connect with other attendees, the Finance Events Mobile App (where available) lets you browse the full list of registered attendees and message other delegates once you’re both registered and checked in.

Can I pay in CAD or USD?
Payments & Pricing

Tickets can be purchased in either CAD or USD – you can pick whichever currency you’d like to shop in while reviewing the event details, before you check out. Our payment partner processes payments in multiple currencies, so you can still pay from any country supported by Stripe, regardless of which currency you choose for your ticket.

Can I transfer my ticket to a colleague?
Registration & Tickets

Yes. Only the person who purchased the ticket can edit attendee details, and this can be done directly from My Orders — just log in, find the order, and swap in your colleague’s name and contact details. Attendee edits close 48 hours before the event, so make any changes before then.

Can my company pay by invoice/PO instead of credit card?
Payments & Pricing

We don’t currently accept payment by invoice or purchase order. If credit card isn’t an option for your company, please reach out to our team via the Contact page to discuss other possible payment arrangements.

Do you have a networking app?
Event Experience & Logistics

The Finance Events Mobile App lets you build your schedule, view the agenda, and connect with other attendees — but it’s not set up for every summit. Where it’s available, you’ll find the download link and setup instructions sent via email to the attendee or specified in another question. If you don’t see it mentioned for your event, that summit isn’t using the app.

Do you offer discounts?

Yes, Canadian Lenders Association (CLA) members receive a discounted rate. If your company is a CLA member check with your organization’s primary contact for the details or reach out to the CLA directly.

Do you offer invoices or receipts for expense reporting?
Payments & Pricing

Yes — an invoice is sent to the purchaser as a PDF along with your order confirmation email. If you need another copy, it’s also available from My Orders

Do you provide visa invitation letters for international attendees?

Invitation letters are handled on a case-by-case basis and can’t be guaranteed. A confirmed ticket purchase is generally the first step before we’re able to consider a request, so once you’ve registered, please reach out via the Contact page with your details and we’ll see what we can do.

How do I become a sponsor?
Sponsorship & Exhibiting

We’d love to have you involved. Sponsorship and exhibitor packages for each of our summits — including pricing, benefits, and available tiers — are hosted on the Canadian Lenders Association website at canadianlenders.org/sponsorship. There you can browse packages specific to the event you’re interested in and see what’s still available. If you have a question that isn’t answered there, or you’d like to talk through the best fit for your company, just reach out through our Contact page and a member of our team will get back to you.

How do I update my registration info after I’ve registered?
Registration & Tickets

Only the ticket purchaser can update attendee details. If you bought the ticket, log into My Orders to edit the registration — job title, company, or contact information. If someone else purchased your ticket on your behalf (e.g. your company registered you), you’ll need to ask them to make the update, or have them reach out to us directly.

What is the refund, cancellation, or ticket transfer policy?
Registration & Tickets

Unless otherwise noted on a specific event page, tickets are non-refundable. If you can’t attend, the ticket purchaser can transfer it to a colleague directly from My Orders — attendee edits close 48 hours before the event, so make the change before then. If Finance Events ever needs to cancel or reschedule an event, you’ll be offered a credit or refund.

When will I receive a confirmation email with my registration details?

You’ll receive a confirmation email immediately after registering with your order details and invoice. If you purchase multiple tickets, the purchaser receives the order confirmation email with the full purchase details, and each individual attendee will also receive their own separate email confirming their registration

Where can I find session transcripts & recordings?
Content & Resources

Selected session recordings, transcripts, and highlights are shared after each summit. You can browse past sessions on our Featured Panels page, and full transcripts are published via the Canadian Lenders Association here. Not every session is recorded or transcribed, so availability can vary by event

Where can I manage my existing orders?
Registration & Tickets

You can view and manage your orders anytime from My Orders.

Will I be photographed or recorded at the event?
Privacy & Policies

By registering you consent to being photographed and recorded (audio and video) by Finance Events and its partners. We may use, exhibit, post, display, broadcast, or distribute these photos and recordings in our external communications and on social media. Full details are in our Terms & Conditions.

Will my name, company, and title be shared with other attendees?
Privacy & Policies

Yes – by registering, your name, company, and contact details may be included in our networking app to enable attendee-to-attendee connections, unless you opt out. If you’d prefer not to be included, contact us and we’ll remove you from the networking list. Full details are in our Terms & Conditions.